Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$585K Hold
2024
Q4
$625K Hold
2024
Q3
$593K Hold
2024
Q2
$619K Sell
2024
Q1
$2.08M Sell
2023
Q4
$1.64M Buy
2023
Q3
$416K Sell
2023
Q2
$578K Hold
2023
Q1
$505K Sell
2022
Q4
$524K Buy